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Fund performance and commentary

Access the latest monthly / quarterly performance reports for our investment funds below or download a performance summary of all funds.

CFS
Index Single-Sector portfolios View latest report
Index Multi-Sector portfolios View latest report
Enhanced Index portfolios View latest report
Single-Manager Specialist Share portfolios View latest report
Multi-Manager Single-Sector portfolios View latest report
Multi-Manager Multi-Sector portfolios View latest report
Affirmative Investment Management
Affirmative Global Impact Bond Fund - Class A View latest report
Aspect Capital
Aspect Diversified Futures Fund - Class A  View latest report
Aspect Absolute Return Fund - Class A View latest report
Baillie Gifford
Baillie Gifford Long Term Global Growth Fund – Class A View latest report
Baillie Gifford Global Stewardship Fund - Class A View latest report
Generation Investment Management
Generation Wholesale Global Share Fund View latest report

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The content displayed on this page is intended for financial advisers only